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The stock on the other hand…
The Tesla stock evaluation has little to do with what Tesla is delivering today and a lot more with what investors imagine they will be able to do in the future. Based on their history I'm pretty optimistic that those expectations will not be met, but Tesla somehow still rises in value.
Earlier quoted context omitted.
You can only cut costs so much before you're selling the equivalent of a $50k geo metro. When they removed the center horn and the stalks from their cars, they officially jumped the shark. But I bet they saved at least $50 per car from their costs. I still can't believe the NHTSA hasn't issued a recall.
Wait, how do you honk on a Tesla?
The stock on the other hand…
The Tesla stock evaluation has little to do with what Tesla is delivering today and a lot more with what investors imagine they will be able to do in the future. Based on their history I'm pretty optimistic that those expectations will not be met, but Tesla somehow still rises in value.
The market can remain irrational much longer than you can remain solvent.
Earlier quoted context omitted.
Yes. A lot of people, and obviously some "news" reporters, need to learn the difference between market share and stock price. And that as a market grows one company cannot maintain the same market share as competitors join in over time.
> as a market grows one company cannot maintain the same market share as competitors join in over time. Why not? Look at Apple's smartphone market share in the US. It's been fairly constant at 60% for the last 15 years.
In the vehicle market, there's a lot more competition space than just two or three brands. And just because someone is around, say, Ford drivers. It doesn't necessarily mean that they're going to go out and buy a Ford for themselves. Rather, they're going to buy whatever they find appealing.
Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
The nerd in me loves the technology, particularly behind the scenes features of the Cybertruck like 48v architecture. In the end I want to drive something that feels like it has a soul and substance. Teslas lineup right now is not that.
Man I should have shorted Tesla stock, but when these bubble pop is hard to predict
Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
The stock on the other hand…
The Tesla stock evaluation has little to do with what Tesla is delivering today and a lot more with what investors imagine they will be able to do in the future. Based on their history I'm pretty optimistic that those expectations will not be met, but Tesla somehow still rises in value.